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Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC

Overview Fund Activity

41 hedge funds and large institutions have $2.36B invested in Principal Exchange-Traded Funds Principal US Mega-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
17
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Principal Securities
Iowa
$194M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$189M
3
OBWP
3
O'Brien Wealth Partners
Massachusetts
$18.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.2M
5
GS
5
GTS Securities
New York
$3.36M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$1.8B
2
Morgan Stanley
2
Morgan Stanley
New York
$17.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$11.1M
5
OCM
5
One Capital Management
California
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
1
Principal Financial Group
Iowa
$1.8B 35,101,992 -2,464,559 -7%
PS
2
Principal Securities
Iowa
$194M 3,781,033 +2,104,211 +125%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$189M 3,682,623 +2,041,884 +124%
LPL Financial
4
LPL Financial
California
$25.3M 492,865 +26,616 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.2M 431,853 +88,479 +26%
LC
6
Legacy CG
Texas
$18.6M 362,439 +32,978 +10%
OBWP
7
O'Brien Wealth Partners
Massachusetts
$18.1M 351,527 +351,527 New
Morgan Stanley
8
Morgan Stanley
New York
$17.8M 346,749 -177,137 -34%
NA
9
NewEdge Advisors
Louisiana
$14.1M 273,876 +1,300 +0.5%
RJA
10
Raymond James & Associates
Florida
$12.1M 235,996 +13,272 +6%
Wells Fargo
11
Wells Fargo
California
$11.1M 215,627 -3,469 -2%
SWM
12
Segment Wealth Management
Texas
$7.7M 150,007 +666 +0.4%
JWM
13
Jackson Wealth Management
Florida
$4.11M 79,937 -442 -0.5%
GS
14
GTS Securities
New York
$3.36M 65,502 +65,502 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.92M 56,778 -383 -0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.09M 40,588 +26,574 +190%
Jane Street
17
Jane Street
New York
$1.52M 29,635 +16,845 +132%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.38M 26,906 +3,917 +17%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.15M 22,315 – –
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.12M 21,725 +21,725 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.09M 21,278 +4,596 +28%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.03M 20,150 +11,357 +129%
OCM
23
One Capital Management
California
$1.02M 19,789 -970 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$809K 15,751 +8,099 +106%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$734K 14,300 -280 -2%
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